Mariner
KBWY icon

Mariner’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Mariner’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,200
Closed -$402K – 3684
2025
Q3 		$402K Buy
+25,200
New +$402K ﹤0.01% 2592

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner's KBWY Position: Q4 2025 in Review

Mariner sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 25,200 shares — an estimated $402K sold.

Mariner first reported a position in KBWY in Q3 2025 and held it in 1 quarter. The position peaked at $402K in Q3 2025. 57 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

  • Mariner reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 25,200 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $402K.
  • Mariner first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2025 and held it in 1 quarter.
  • Mariner's Invesco KBW Premium Yield Equity REIT ETF position peaked at $402K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.